Services
Who do we serve?
Simply put, we are here to help YOU. No matter what your situation, we would love to hear about your specific needs and challenges and determine how we may tailor services for you. Whether you are a small to medium sized business in need of bookkeeping, an individual in need of income tax return preparation, or a nonprofit entity in need of business process and internal control advisory, we aim to provide you with a single sourced partner to help achieve your financial goals.
Accounting Services
- Fractional Controller & CFO
- Monthly bookkeeping & closing journal entries
- Payroll coordination, support & reporting
- Reconciliations
- Financial Statement Preparation & Reporting
- Internal-use reporting
Tax Services
Advisory Services
Advisory Services
- Individual and business federal and state returns
- Tax projection and planning
- Payroll tax reporting
Advisory Services
Advisory Services
Advisory Services
- Audit readiness
- Cash Forecasting and Projections
- Budgetary Analysis
- Process Evaluation